Claude "Big Red and Purple"
Claude experienced significant growth in traffic and user numbers in February, mainly due to the launch of its new Claude Code feature and model upgrades. Global web visits increased by 63% month-over-month, and mobile daily active users (DAU) grew by 54% month-over-month. Meanwhile, Google's user growth and strong search performance in the fourth quarter of 2025 indicate that AI is driving the expansion of the search usage cycle, leading to more complex queries and broadening opportunities in the overall search market. Google's Gemini also showed sustained user growth, with global DAU increasing by 9 million
Claude experienced significant growth in traffic and user numbers in February, primarily due to the launch of its new Claude Code feature and model upgrades. Data shows that Claude's global web visits increased by 63% month-over-month, and mobile daily active users (DAU) grew by 54% month-over-month.
However, Google's foundation remains solid. Its continued user growth and strong search performance in the fourth quarter of 2025 indicate that AI is driving the expansion of the search usage cycle, leading to more complex and longer query flows, thereby expanding overall search market opportunities. Google's Gemini also shows sustained user growth momentum, with global DAU increasing by 9 million.
